ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $272,833 | -13.0% | 3,058 | -7.3% | 0.03% | -17.6% |
Q2 2023 | $313,639 | -2.8% | 3,298 | -4.4% | 0.03% | 0.0% |
Q1 2023 | $322,765 | +2.5% | 3,449 | 0.0% | 0.03% | -5.6% |
Q4 2022 | $314,956 | +5.7% | 3,449 | -4.6% | 0.04% | +2.9% |
Q3 2022 | $298,000 | -44.5% | 3,615 | -40.1% | 0.04% | -37.5% |
Q2 2022 | $537,000 | -13.2% | 6,033 | -0.2% | 0.06% | 0.0% |
Q1 2022 | $619,000 | -4.3% | 6,047 | -2.3% | 0.06% | +16.7% |
Q4 2021 | $647,000 | -19.2% | 6,188 | -22.2% | 0.05% | -26.2% |
Q3 2021 | $801,000 | -6.0% | 7,952 | -1.6% | 0.06% | -8.5% |
Q2 2021 | $852,000 | +1.4% | 8,082 | -3.1% | 0.07% | -6.6% |
Q1 2021 | $840,000 | +21.0% | 8,339 | -2.3% | 0.08% | +11.8% |
Q4 2020 | $694,000 | +42.5% | 8,534 | +7.2% | 0.07% | +25.9% |
Q3 2020 | $487,000 | +8.9% | 7,958 | +114.3% | 0.05% | +1.9% |
Q2 2020 | $447,000 | -90.9% | 3,714 | -92.4% | 0.05% | -92.3% |
Q1 2020 | $4,903,000 | -73.2% | 49,060 | -93.1% | 0.69% | -29.0% |
Q4 2019 | $18,324,000 | +124.3% | 710,226 | +1206.0% | 0.97% | -13.1% |
Q3 2019 | $8,168,000 | -50.0% | 54,382 | -50.6% | 1.11% | -76.2% |
Q2 2019 | $16,351,000 | +1.5% | 110,082 | +0.8% | 4.68% | +10.2% |
Q1 2019 | $16,103,000 | +15.8% | 109,164 | +3.6% | 4.24% | +2.3% |
Q4 2018 | $13,907,000 | -13.1% | 105,326 | +10.3% | 4.15% | -10.1% |
Q3 2018 | $16,007,000 | +5.7% | 95,449 | +3.0% | 4.61% | -10.7% |
Q2 2018 | $15,149,000 | +8.3% | 92,627 | +0.1% | 5.17% | +13.5% |
Q1 2018 | $13,982,000 | -0.9% | 92,554 | +0.8% | 4.55% | +1.1% |
Q4 2017 | $14,109,000 | +2.8% | 91,774 | -0.9% | 4.50% | -13.8% |
Q3 2017 | $13,720,000 | +14.7% | 92,640 | +8.1% | 5.22% | +4.2% |
Q2 2017 | $11,965,000 | -1.2% | 85,667 | -2.3% | 5.01% | -4.0% |
Q1 2017 | $12,111,000 | -2.9% | 87,651 | -1.6% | 5.22% | +18.2% |
Q4 2016 | $12,477,000 | +12.9% | 89,119 | +0.5% | 4.42% | -6.6% |
Q3 2016 | $11,050,000 | +4.8% | 88,683 | -1.6% | 4.73% | +0.2% |
Q2 2016 | $10,540,000 | +5.0% | 90,145 | +1.7% | 4.72% | -9.5% |
Q1 2016 | $10,036,000 | -22.6% | 88,606 | -26.2% | 5.21% | -31.4% |
Q4 2015 | $12,972,000 | +10.8% | 119,988 | +7.4% | 7.60% | +3.0% |
Q3 2015 | $11,705,000 | +9.1% | 111,700 | +22.6% | 7.37% | +48.6% |
Q2 2015 | $10,733,000 | – | 91,083 | – | 4.96% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |